Commercial Property CRM & Workflow System | Hilton Smythe
An end-to-end software solution to improve productivity for a growing property business.
The Customer
Hilton Smythe is the UK’s leading small business broker specialising in nationwide property services to commercial clients.
Based in Bolton, Greater Manchester the company provides a vast array of property services to Commercial and Corporate clients, advising on a wide range of commercial and corporate property sales and business transfer.
Established in 2011, the company has grown at a rapid rate, expanding its reach and range of services.
Their Pain
Hilton Smythe’s continued growth made it increasingly difficult to track the progress of each sale.
Managing applicant criteria became a much larger task and pairing a business to an applicant was laborious. Internal communication also began to take a greater amount of time.
Ensuring consistency across all marketing channels and creating unique literature per property absorbed time away from key business tasks that would otherwise help the business to grow.
Hilton Smythe needed a comprehensive CRM & Workflow Management system to automatically match properties to applicants. The new system needed to manage the workflow as efficiently as possible to deliver significant productivity gains for the business. They also needed a new front-end website to market the properties and collect enquiries.
Our Solution
We met with Hilton Smythe’s team to map their workflow and understand inefficiencies in their process. Following the meeting we created a process map which acted as our technical guide for a bespoke CRM & Workflow Management System.
The system was customsied to efficiently manage the full process for the business. From new enquiries and marketing literature through to viewings, offers and sales.
To create a seamless workflow from start to finish, the software was integrated with a range of third party sites and applications including Rightmove, Zoopla, Businesses for Sale, RightBiz, Office 365 and Google’s Map API.
Alongside the system we built an integrated, fully responsive website. The website included sophisticated search functionality based on user criteria.
Features
- Database of all applicants and business and contact log
- Data feeds between 3rd party property sites incl. Rightmove & Zoopla
- Matching algorithm to automate sales process
- Front-end website with API integration (www.hiltonsmythe.com)
- Automated marketing brochure
- Google API integration (Maps, Places, Streetview)
- Email, SMS and document template builder
- Scheduling tool to manage viewings
- Ability to add and assign tasks and reminders
- Live dashboard and comprehensive suite of reports
- Structured sales progression workflow
- Financial monitoring and alerts
Impact
Our customised CRM and Workflow Management System and integrated website has delivered significant efficiencies and productivity gains across the business.
It has enabled data-driven decision making around new business interactions and potential sales opportunities. It has also given staff instant access to customer information and contact history to enhance the quality of their service.
Significant productivity gains have been made through process automation and the template builder.
